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Today marks the opening of the National People’s Congress (NPC) which, along with the concurrent Chinese People’s Political Consultative Conference (CPPCC) — together known as “liang hui” or “two meetings” — constitutes China’s annual season of high political theater. Since it’s the last such meeting before the big leadership change-over later this year, everyone will be reading the tea leaves with particular intensity over the coming week. A couple things that already caught my attention:

1) He Guoqiang, #8 on the Politiburo Standing Committee in charge of internal party discipline, went out of his way to greet the Chongqing delegation to the NPC, including Bo Xilai and Mayor Huang Qifan. He offered some rather weighty thoughts on the weather, observing that “the current climate in Chongqing is very different from that in Beijing” and “it is a period of seasonal transition,” concluding by telling the delegates to mind their own health. Commenters on Weibo assume he wasn’t just talking about the weather, but sending a none-too-subtle political message to Bo and his crew.

Over the past few weeks, several readers have written to me asking my impressions of the Wang Lijun incident (where a vice mayor of Chongqing and top Bo lieutenant apparently sought refuge in the U.S. consulate in Chengdu last month). I’ve been reluctant to say anything because there’s just so much we (the public) don’t know. Why did Wang go to the consulate? Did he give the U.S. any materials or information? Is Wang the one in trouble, or is Bo himself under scrutiny? What impact will it have on Bo’s political standing and aspirations? It’s fun to speculate, and plenty of people have been doing just that, but I’ll be the first to admit I have no idea what the true answers are — and I’d feel foolish pretending that I do.

One thing I did find remarkable was how many Chinese academics came out, in the days immediately following the consulate incident, to declare Bo’s political career finished and the entire “Chongqing model” a failure. As a critic of the Chongqing model, from a substantive point of view I thought this was jumping the gun a bit. To some degree, the “model” (including the “red songs” campaigns) was purely a populist vehicle for Bo, but the focus on state-led development is a trend that has sunk far deeper roots in China following the global financial crisis. More to the point, though, Chinese academics tend to be cautious — there’s no way they would come out so publicly against a senior Party leader (even a provincial one) without somebody more senior telling them it’s okay, that they’re protected. What that tells me is that Bo Xilai — regardless of what really happened in Chengdu — has some powerful enemies who saw it as a means to go after him. It also tells me that the behind-the-scenes struggles in this leadership transition may be a lot rougher (and for higher stakes) than we previously imagined.

2) Hu Shuli, editor of Caixin and one of China’s most influential financial journalists, published a must-read op-ed in Friday’s South China Morning Post. In it, she argues that “the rise of State Capitalism is not a point of pride, but a reason for worry” — precisely the point made in my own posts on “Guo Jin Min Tui” and China’s need for new Southern Tour, as well as this important piece in TheEconomist. Here is Hu’s description of what is clearly her own point of view:

One group of scholars disagrees that state capitalism is the reason for China’s economic success. Instead, they say, the driving force was the market dynamics unleashed by over 30 years of rural reform, private-sector growth, the national policy to open up, and globalization. To attribute the success to state-led capitalism would be to misunderstand the past and mislead decisions in future.

The timing of Hu’s op-ed with the opening of the NPC is no coincidence. It’s a powerful articulation of a message that China’s leaders desperately need to hear.

3) Expat residents of Beijing like to joke how every period these days is a “sensitive period” for the government — but this just takes the cake. The South China Morning Post reports that Beijing police have swooped in and barred a 22-year-old university student, Li Maizi, from leaving the city during the NPC. Her crime against the State? Organizing a series of protests, called the Occupy Men’s Toilet Movement, to complain about “the longer wait endured by women due to a skewed ratio of public toilet cubicles for men and women.”

Inspired, of course, by the Occupy Wall Street Movement — reports of which, once hailed on Chinese TV, are now verboten out of concern they might give people ideas — the potty protests seem to have struck a chord. According to the Post, women students have occupied male toilets in Guangzhou, Zhengzhou, and Beijing — who undoubtedly is the concern. What terrifies the Party more than anything is anygroup that can organize people across multiple provinces (which is precisely what got the Falun Gong religious movement banned in 1999). Localized protests are one thing, but if young women can occupy men’s toilets across the country, who knows where they’ll stop? The Post notes that:

Her travel ban underscores a tightening of security in the capital for the two meetings. China News Service reported that more than 700,000 security personnel have been mobilized for the two meetings and that vehicles from other cities have needed a special pass to enter Beijing since Wednesday.

It also reports, on a far less humorous note, that “Several protesters were beaten up at the Ministry of Health on Thursday when police tried to disperse about 150 people affected by HIV/Aids who were petitioning for better treatment and compensation.”